SSWM
Sheets Smith Wealth Management’s Oneok OKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
22,232
+106
| +0.5% | +$8.65K | 0.21% | 102 |
|
|
2025
Q1 | $2.2M | Sell |
22,126
-16
| -0.1% | -$1.59K | 0.27% | 84 |
|
|
2024
Q4 | $2.22M | Buy |
22,142
+38
| +0.2% | +$3.82K | 0.27% | 88 |
|
|
2024
Q3 | $2.01M | Sell |
22,104
-29,783
| -57% | -$2.71M | 0.25% | 99 |
|
|
2024
Q2 | $4.23M | Sell |
51,887
-312
| -0.6% | -$25.4K | 0.51% | 52 |
|
|
2024
Q1 | $4.18M | Buy |
52,199
+139
| +0.3% | +$11.1K | 0.47% | 54 |
|
|
2023
Q4 | $3.66M | Buy |
52,060
+414
| +0.8% | +$29.1K | 0.52% | 51 |
|
|
2023
Q3 | $3.28M | Buy |
51,646
+20,535
| +66% | +$1.3M | 0.5% | 53 |
|
|
2023
Q2 | $1.92M | Buy |
31,111
+579
| +2% | +$35.7K | 0.28% | 87 |
|
|
2023
Q1 | $1.94M | Buy |
30,532
+23
| +0.1% | +$1.46K | 0.3% | 82 |
|
|
2022
Q4 | $2M | Buy |
30,509
+24
| +0.1% | +$1.58K | 0.31% | 79 |
|
|
2022
Q3 | $1.56M | Buy |
30,485
+90
| +0.3% | +$4.61K | 0.26% | 91 |
|
|
2022
Q2 | $1.69M | Buy |
30,395
+347
| +1% | +$19.3K | 0.28% | 85 |
|
|
2022
Q1 | $2.12M | Buy |
30,048
+248
| +0.8% | +$17.5K | 0.29% | 81 |
|
|
2021
Q4 | $1.75M | Buy |
29,800
+30
| +0.1% | +$1.76K | 0.22% | 108 |
|
|
2021
Q3 | $1.73M | Buy |
29,770
+4
| +0% | +$232 | 0.23% | 110 |
|
|
2021
Q2 | $1.66M | Hold |
29,766
| – | – | 0.22% | 111 |
|
|
2021
Q1 | $1.51M | Buy |
29,766
+165
| +0.6% | +$8.36K | 0.22% | 111 |
|
|
2020
Q4 | $1.14M | Hold |
29,601
| – | – | 0.17% | 124 |
|
|
2020
Q3 | $769K | Buy |
29,601
+50
| +0.2% | +$1.3K | 0.13% | 142 |
|
|
2020
Q2 | $982K | Sell |
29,551
-28,000
| -49% | -$930K | 0.2% | 106 |
|
|
2020
Q1 | $1.26M | Buy |
+57,551
| New | +$1.26M | 0.26% | 92 |
|